Your Investment Search Assistant

Figuring what to invest in, who with and why is a cumbersome task: so many products, opinions and data scattered out. It is complex to make a rationally sound decision.

This is what Alfred is here to help you.

Whether you are after a second opinion, check the quality of a manager or start a plan from scratch, Alfred takes you through every single step to ensure you pick the right funds for the right objectives at the right costs.

Our thorough approach encompasses:

Asset Allocation
Manager Selection
Portfolio Scoring

Our technology, Draastic (c), has been built by family office CIOs and MDs of major asset managers bringing together more than 65 years of combined experience.

Draastic (c) enables you to have a sound asset allocation and, soon, have a far smoother manager due diligence process thanks to our customisable ai-powered fund search bot (watch out).

Our suite of tools is here to help you navigate the complexities of obtaining robust investment portfolios by overlaying single family offices and institutional investors best practices so that your investment portfolio is truly geared to optimally serve your goals based on your unique circumstances and risk management requirements.

Now you are freed from the time-consuming and cumbersome tasks.

Spend more time at what you enjoy doing the most!

Benefits for you

We alleviate you from the usual complexity of finding the right information to make the right decisions to minimise downside risks but maximise the probability of capturing upsides.

Your money stays with you.

No market timing to save you unnecessary churning fees. Just disciplined long term investing with embedded portfolio Insurance.

Any question? Ask our qualified investment experts.

Portfolio Scoring

Our scoring tools enable you to verify how well clients' portfolios are geared to

effectively getting them closer to their goals
for a risk level
commensurate with their appetite.

As our article about risk points, a portfolio supposedly meant to keep a risk level constant may actually get you into unsuspected risk levels that do not suit your requirements. This what this tool enables you to check.

Finally it proves to be an excellent way to have all your holdings centralised in one place to monitor them more simply than anything else!

What you gain

Features Benefits for you
  Institutional Products Access the products you need to match your sophistication.
  Portfolio Scoring Understand how your advisers are managing your money. Dump bad advisers and switch to better ones.
  Asset-Liabilities Modules Design the strategy your cash flow requirements demand.
  Fund Selector Hold onto the providers who can manage your money best.
  Portfolio Execution Eliminate hurdles and invest faster with our easy-to-use tools.
   Support Get any information when you want it to make better-informed decisions.

Why us?

We are your financial navigation system. We'll be your single point of access to a wealth of institutional products, information, and expertise. Whether you’re a family officer, an independent adviser…, SYB will work for you, professional investors.

Family officers

  • Benchmark your providers
  • Reduce the money spent on investment search and selection
  • Make better investment decisions
  • Streamline your processes and database management
  • Get the information you need, when you need it
  • Customise our tools to your needs

If you need an expert review of your portfolios or maybe you are not too sure of your investment broker, kindly shoot us a mail at

We can also customize our business tools to fit your needs.

Private Investors

  • Robust DIY investment management tools designed by experienced institutional and family office investors
  • Get access to strategies and products usually reserved for family offices
  • Simple technology that requires less input to yield maximum results in your portfolio

Four easy steps to fix the puzzle

  1. Understand your situationYou’ll get a portfolio score showing if you’re getting the best advice at the right price
  2. Understand your options Plan your future cash flows and choose your objective among capital preservation, growth or income yield...
  3. Decide on your risk levelOur tools will help you benchmark risk levels for different asset mixes so you can choose a diversified mix of investments that will help you achieve your financial targets
  4. Choose how to manage your investmentsYou can do it yourself or automatically, depending on how involved you want to be


We’ll give you a free Portfolio Scoring Analysis plus a
free one-month trial of our AA+ account.

or Register below:

Want to know more ?

Ask for a demo. Please contact us by completing the form below.